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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,539 | $196,972-88.0% | $182,262-87.1% | $198,609-88.1% |
| Participation rate | 75.0% | 85.7%-10.7pp | 84.2%-9.2pp | 82.4%-7.4pp |
| Annual return | 103.20% | 158.27%-55.1pp | 140.60%-37.4pp | 202.70%-99.5pp |
| Employer contribution / active EE | $0 | $5,364-100.0% | $5,046-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,079 | $8,643-52.8% | $8,276-50.7% | $6,977-41.5% |
| Admin fee / account holder | $1,145 | $18,429-93.8% | $16,712-93.1% | $19,030-94.0% |